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“David Coldrick has realised that what passed for advice some years ago is now out of kilter with our present era.

Of all the tasks that trustees have to perform investing trust capital is one of the most important and it is the one by which they are likely to be judged most severely by their beneficiaries. But investment is no easy task, as this book demonstrates.

David Coldrick and his colleagues are to be congratulated warmly for tackling one of the core subjects of trustee life with such enthusiasm and knowledge.

Fascinating and rewarding.”
Geoffrey Shindler, Partner, TEP, Lane-Smith & Shindler LLP

This practical new law book by David Coldrick is a unique exploration of the legal obligations and the available investment options in relation to trustee investment. It is designed specifically to enable trustees to fulfil their duty of care and make investment related decisions with increased insight, confidence, simplicity, cost-effectiveness and accountability.

There are a number of problem areas of which modern trustee investors should be aware. The simple fact that something is quite properly classified as an investment does not make it an appropriate investment either generally or for the purposes of a particular trust fund.

Coldrick on Modern trustee investment seeks not only to address these issues but to set out ‘best practice’ in the field of trustee investment. The book defines a process that should maximise the quality of service and ultimately the return on investment for the beneficiary while simultaneously avoiding any potential ‘nasty surprises’ for the trustee.

At over 300 pages, Coldrick on Modern trustee investment is an in-depth analysis of key subjects including an assessment of acceptable investments, the basics of investment planning and measuring investment manager performance; practical guidance on assessing and managing the risk associated with investments is also given.

The book documents relevant cases, statutes and legislation including an examination of the ‘Myners Report’, potential issues revealed by the report and a summary of the best practice principles drawn from it.

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